Own product direction sprint-to-sprint; define success from the partner perspective and set adoption criteria tied to business value
Run program cadence and cross-team coordination; track decisions, risks, and dependencies; drive structured follow-through across leadership, business lines, and the technical team
Publish concise readouts after key meetings and milestones (decisions, open items, owners, next steps) so progress is visible without constant escalation
Manage the partner feedback loop; make release go/no-go recommendations; co-lead adoption with the EisnerAI team so OIQ becomes part of how partners drive growth
Ensure OIQ and the Client Intelligence Dashboard deliver a coherent experience – not two competing tools
Own how the Dashboard serves practice leaders and Growth Mentors; ensure the scoring model is sound and outputs are actionable
Drive Qualtrics-to-Fabric integration and define how CX intelligence feeds the firm’s operational ecosystem
Lead development and deployment of CX AI agents (e.g., ICS Coach, Client Growth Advisor, SCOUT), ensuring alignment to CX programs and measurable adoption
Define requirements, success metrics, and partner-facing behaviors; translate CX domain expertise into agent guidance employees trust and use
Track agent usage, partner feedback, and outcome data; report on adoption and ROI as part of the broader CX value story
Own the strategy for how CX’s intelligence products connect to the firm’s growth ecosystem and serve

5-8 years in product management, client or customer data/analytics leadership, or growth intelligence – with a track record of driving adoption with senior professionals
Experience in professional services, financial services, or B2B SaaS
Comfortable owning a product, interacting with and presenting to senior leadership
Understands data architecture, scoring models, and API integrations – without being an engineer
Strong communicator with disciplined follow-through: translates between technical and business teams, writes crisp leadership updates, and closes the loop without being asked
Preferred: Experience with AI product development from the business side – including AI agents, conversational AI, or Copilot/Claude-style tools – focused on shaping behavior and driving adoption with non-technical users
Familiarity with CRM systems (NetSuite, Salesforce), Power BI or similar analytics platforms, and cloud data platforms (Azure Fabric, Snowflake)
Prior experience at a Big Four firm, mid-market accounting firm, or PE-backed professional services platform
Experience with client health scoring, NPS programs, or cross-sell intelligence

flexibility to manage your days in support of our commitment to work/life balance
culture that has received multiple top "Places to Work" awards
great work is accomplished when cultures, ideas and experiences come together to create new solutions
embracing our differences is what unites us as a team and strengthens our foundation
showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

Client Intelligence, AI Product Manager

Key skills